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2021-12-14

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3 Stocks To Play The 'Massive EV Market Opportunity' Heading Into 2022<blockquote>进入 2022 年，3 只股票将抓住“巨大的电动汽车市场机遇”</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":607085481,"tweetId":"607085481","gmtCreate":1639458307844,"gmtModify":1639458308003,"author":{"id":3563672045211925,"idStr":"3563672045211925","authorId":3563672045211925,"authorIdStr":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Good article</body></html>","htmlText":"<html><head></head><body>Good article</body></html>","text":"Good article","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/607085481","repostId":1157187247,"repostType":2,"repost":{"id":"1157187247","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639447136,"share":"https://www.laohunote.com/m/news/1157187247?lang=zh_CN&edition=full","pubTime":"2021-12-14 09:58","market":"us","language":"en","title":"3 Stocks To Play The 'Massive EV Market Opportunity' Heading Into 2022<blockquote>进入 2022 年，3 只股票将抓住“巨大的电动汽车市场机遇”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157187247","media":"Benzinga Earnings","summary":"The year 2022 will be an inflection point for the EV industry, given the stage is set for massive co","content":"The year 2022 will be an inflection point for the EV industry, given the stage is set for massive consumer demand, an analyst at Wedbush said.<blockquote>Wedbush 的一位分析师表示，鉴于巨大的消费者需求已经准备就绪，2022 年将是电动汽车行业的拐点。</blockquote> Global EV Penetration to Increase By 60% In 2022:Although the&nbsp;chip shortage remains a lingering overhang on the EV industry, the impact will be&nbsp;moderated&nbsp;in&nbsp;the next three months, analyst Daniel Ives said in a note. Supply constraints will likely move from a headwind into a tailwind for the overall EV sector in 2022, he added.<blockquote>2022 年全球电动汽车渗透率将增长 60%：分析师丹尼尔·艾夫斯 (Daniel Ives) 在一份报告中表示，尽管芯片短缺仍然是电动汽车行业挥之不去的问题，但其影响将在未来三个月内有所缓解。他补充说，到 2022 年，供应限制可能会从整个电动汽车行业的阻力转变为顺风。</blockquote> The analyst sees an unprecedented conversion to EVs, as more consumers are attracted to the innovative designs, improved battery technology, lower price points, and the environmental backdrop of buying an EV.<blockquote>这位分析师认为，随着越来越多的消费者被创新设计、改进的电池技术、较低的价格点以及购买电动汽车的环境背景所吸引，电动汽车将出现前所未有的转变。</blockquote> EVs, which currently account for only 3% of autos globally, will likely reach 5% of vehicles by 2022 and 10% by 2025, Ives said.<blockquote>艾夫斯说，电动汽车目前仅占全球汽车的3%，到2022年可能会达到5%，到2025年可能会达到10%。</blockquote> Tesla To Take A Bigger Chunk Of The Pie:Of the $5 trillion green tidal wave of EV spending expected over the next decade, about $2.5 trillion is&nbsp;Tesla, Inc.'s&nbsp;to own, as the EV maker has&nbsp;an iron grip on the market, the analyst said.<blockquote>特斯拉将分得更大一块蛋糕：预计未来十年电动汽车支出将达到 5 万亿美元，其中约 2.5 万亿美元特斯拉公司这位分析师表示，要拥有它，因为这家电动汽车制造商对市场有着铁腕控制。</blockquote> The other $2.5 trillion is up for grabs among 100+ OEMs, Ives said. The EV industry isn't likely to be a \"zero sum game,\" and instead there will be a slew of winners, he added.<blockquote>艾夫斯说，另外2.5万亿美元将在100多家原始设备制造商中争夺。他补充说，电动汽车行业不太可能是一场“零和游戏”，而是会有很多赢家。</blockquote> On the OEM front,Tesla&nbsp;is in pole position to expand its capacity and exceed 50% year-over-year unit demand growth in 2022, the analyst said.<blockquote>分析师表示，在OEM方面，特斯拉在扩大产能方面处于领先地位，到2022年单位需求同比增长超过50%。</blockquote> Rivian Set to Create New Category In EV Space:Rivian Automotive, Inc.&nbsp;is in a very strong competitive position on the EV consumer luxury front and is focusing its efforts on the execution of the R1T and R1S scheduled for deliveries in 2022, Ives said.<blockquote>Rivian将在电动汽车领域创建一个新类别：Rivian Automotive, Inc.艾夫斯表示，该公司在电动汽车消费豪华车领域处于非常强大的竞争地位，并正集中精力执行计划于 2022 年交付的 R1T 和 R1S。</blockquote> The company is the world's first EV SUV/pickup/outdoor vehicle brand and has more than $10 billion in funding before going public, with&nbsp;Amazon, Inc.&nbsp;and&nbsp;Ford Motor Company&nbsp;as major investors, the analyst noted.<blockquote>该公司是全球首个电动SUV/皮卡/户外汽车品牌，上市前拥有超过100亿美元的融资，拥有亚马逊公司。和福特汽车分析师指出，作为主要投资者。</blockquote> Rivian&nbsp;already has 48,000 pre-orders for their R1 platform, in addition to 100,000 Amazon initial orders for their last-mile delivery vehicles, he added.<blockquote>他补充说，Rivian的 R1 平台已经获得了 48,000 份预购订单，此外还有 100,000 份亚马逊最后一英里送货车辆的初始订单。</blockquote> \"Rivian is set to create a new category in the EV space with its game-changing debuts, a massive Normal, Illinois factory footprint, and create a major brand within the EV market over the next decade,\" Ives said in the note.<blockquote>艾夫斯在报告中表示：“Rivian将凭借其改变游戏规则的首次亮相、庞大的正常伊利诺伊州工厂占地面积，在电动汽车领域创造一个新类别，并在未来十年内打造一个电动汽车市场的主要品牌。”</blockquote> GM Has A Golden EV Opportunity:Looking past near-term issues, including the&nbsp;chip crunch and the Bolt recall,General Motors Corporation&nbsp;has a golden opportunity to ultimately convert 20% of its massive customer base to EVs by 2026 and north of 50% by 2030, Ives said.<blockquote>通用汽车拥有黄金电动汽车机会：回顾过去的近期问题，包括芯片紧缩和 Bolt 召回，通用汽车公司艾夫斯表示，到 2026 年，该公司拥有一个绝佳的机会，最终将其庞大客户群的 20% 转换为电动汽车，到 2030 年达到 50% 以上。</blockquote> The green tidal wave and EV conversion opportunities will change the long-term growth trajectory at GM over the next decade, with overall revenue set to double by 2030, the analyst said.<blockquote>这位分析师表示，绿色浪潮和电动汽车转换机会将改变通用汽车未来十年的长期增长轨迹，到 2030 年总收入将翻一番。</blockquote> In a bull case scenario, GM's stock could hit $100 over the next 12 to 18 months as the EV vision under CEO Mary Barra begins to take shape and markedly ramp up, he added.<blockquote>他补充说，在牛市情况下，随着首席执行官玛丽·巴拉 (Mary Barra) 领导下的电动汽车愿景开始成形并显着增强，通用汽车的股价可能会在未来 12 至 18 个月内达到 100 美元。</blockquote> EV Stock Price Action: On&nbsp;Monday, Tesla shares&nbsp;fell&nbsp;4.98% at $966.41.<blockquote>电动汽车股价走势：周一，特斯拉股价下跌 4.98%，至 966.41 美元。</blockquote> Rivian shares&nbsp;rose&nbsp;3.7% to $118.9.<blockquote>Rivian股价上涨 3.7%，至 118.9 美元。</blockquote> General Motors fell 6.45% at $59.13.<blockquote>通用汽车下跌 6.45%，至 59.13 美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks To Play The 'Massive EV Market Opportunity' Heading Into 2022<blockquote>进入 2022 年，3 只股票将抓住“巨大的电动汽车市场机遇”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga Earnings \n2021-12-14 09:58\n</div>\n</div>\n</h4>\n</header>\n<article>\nThe year 2022 will be an inflection point for the EV industry, given the stage is set for massive consumer demand, an analyst at Wedbush said.<blockquote>Wedbush 的一位分析师表示，鉴于巨大的消费者需求已经准备就绪，2022 年将是电动汽车行业的拐点。</blockquote> Global EV Penetration to Increase By 60% In 2022:Although the&nbsp;chip shortage remains a lingering overhang on the EV industry, the impact will be&nbsp;moderated&nbsp;in&nbsp;the next three months, analyst Daniel Ives said in a note. Supply constraints will likely move from a headwind into a tailwind for the overall EV sector in 2022, he added.<blockquote>2022 年全球电动汽车渗透率将增长 60%：分析师丹尼尔·艾夫斯 (Daniel Ives) 在一份报告中表示，尽管芯片短缺仍然是电动汽车行业挥之不去的问题，但其影响将在未来三个月内有所缓解。他补充说，到 2022 年，供应限制可能会从整个电动汽车行业的阻力转变为顺风。</blockquote> The analyst sees an unprecedented conversion to EVs, as more consumers are attracted to the innovative designs, improved battery technology, lower price points, and the environmental backdrop of buying an EV.<blockquote>这位分析师认为，随着越来越多的消费者被创新设计、改进的电池技术、较低的价格点以及购买电动汽车的环境背景所吸引，电动汽车将出现前所未有的转变。</blockquote> EVs, which currently account for only 3% of autos globally, will likely reach 5% of vehicles by 2022 and 10% by 2025, Ives said.<blockquote>艾夫斯说，电动汽车目前仅占全球汽车的3%，到2022年可能会达到5%，到2025年可能会达到10%。</blockquote> Tesla To Take A Bigger Chunk Of The Pie:Of the $5 trillion green tidal wave of EV spending expected over the next decade, about $2.5 trillion is&nbsp;Tesla, Inc.'s&nbsp;to own, as the EV maker has&nbsp;an iron grip on the market, the analyst said.<blockquote>特斯拉将分得更大一块蛋糕：预计未来十年电动汽车支出将达到 5 万亿美元，其中约 2.5 万亿美元特斯拉公司这位分析师表示，要拥有它，因为这家电动汽车制造商对市场有着铁腕控制。</blockquote> The other $2.5 trillion is up for grabs among 100+ OEMs, Ives said. The EV industry isn't likely to be a \"zero sum game,\" and instead there will be a slew of winners, he added.<blockquote>艾夫斯说，另外2.5万亿美元将在100多家原始设备制造商中争夺。他补充说，电动汽车行业不太可能是一场“零和游戏”，而是会有很多赢家。</blockquote> On the OEM front,Tesla&nbsp;is in pole position to expand its capacity and exceed 50% year-over-year unit demand growth in 2022, the analyst said.<blockquote>分析师表示，在OEM方面，特斯拉在扩大产能方面处于领先地位，到2022年单位需求同比增长超过50%。</blockquote> Rivian Set to Create New Category In EV Space:Rivian Automotive, Inc.&nbsp;is in a very strong competitive position on the EV consumer luxury front and is focusing its efforts on the execution of the R1T and R1S scheduled for deliveries in 2022, Ives said.<blockquote>Rivian将在电动汽车领域创建一个新类别：Rivian Automotive, Inc.艾夫斯表示，该公司在电动汽车消费豪华车领域处于非常强大的竞争地位，并正集中精力执行计划于 2022 年交付的 R1T 和 R1S。</blockquote> The company is the world's first EV SUV/pickup/outdoor vehicle brand and has more than $10 billion in funding before going public, with&nbsp;Amazon, Inc.&nbsp;and&nbsp;Ford Motor Company&nbsp;as major investors, the analyst noted.<blockquote>该公司是全球首个电动SUV/皮卡/户外汽车品牌，上市前拥有超过100亿美元的融资，拥有亚马逊公司。和福特汽车分析师指出，作为主要投资者。</blockquote> Rivian&nbsp;already has 48,000 pre-orders for their R1 platform, in addition to 100,000 Amazon initial orders for their last-mile delivery vehicles, he added.<blockquote>他补充说，Rivian的 R1 平台已经获得了 48,000 份预购订单，此外还有 100,000 份亚马逊最后一英里送货车辆的初始订单。</blockquote> \"Rivian is set to create a new category in the EV space with its game-changing debuts, a massive Normal, Illinois factory footprint, and create a major brand within the EV market over the next decade,\" Ives said in the note.<blockquote>艾夫斯在报告中表示：“Rivian将凭借其改变游戏规则的首次亮相、庞大的正常伊利诺伊州工厂占地面积，在电动汽车领域创造一个新类别，并在未来十年内打造一个电动汽车市场的主要品牌。”</blockquote> GM Has A Golden EV Opportunity:Looking past near-term issues, including the&nbsp;chip crunch and the Bolt recall,General Motors Corporation&nbsp;has a golden opportunity to ultimately convert 20% of its massive customer base to EVs by 2026 and north of 50% by 2030, Ives said.<blockquote>通用汽车拥有黄金电动汽车机会：回顾过去的近期问题，包括芯片紧缩和 Bolt 召回，通用汽车公司艾夫斯表示，到 2026 年，该公司拥有一个绝佳的机会，最终将其庞大客户群的 20% 转换为电动汽车，到 2030 年达到 50% 以上。</blockquote> The green tidal wave and EV conversion opportunities will change the long-term growth trajectory at GM over the next decade, with overall revenue set to double by 2030, the analyst said.<blockquote>这位分析师表示，绿色浪潮和电动汽车转换机会将改变通用汽车未来十年的长期增长轨迹，到 2030 年总收入将翻一番。</blockquote> In a bull case scenario, GM's stock could hit $100 over the next 12 to 18 months as the EV vision under CEO Mary Barra begins to take shape and markedly ramp up, he added.<blockquote>他补充说，在牛市情况下，随着首席执行官玛丽·巴拉 (Mary Barra) 领导下的电动汽车愿景开始成形并显着增强，通用汽车的股价可能会在未来 12 至 18 个月内达到 100 美元。</blockquote> EV Stock Price Action: On&nbsp;Monday, Tesla shares&nbsp;fell&nbsp;4.98% at $966.41.<blockquote>电动汽车股价走势：周一，特斯拉股价下跌 4.98%，至 966.41 美元。</blockquote> Rivian shares&nbsp;rose&nbsp;3.7% to $118.9.<blockquote>Rivian股价上涨 3.7%，至 118.9 美元。</blockquote> General Motors fell 6.45% at $59.13.<blockquote>通用汽车下跌 6.45%，至 59.13 美元。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157187247","content_text":"The year 2022 will be an inflection point for the EV industry, given the stage is set for massive consumer demand, an analyst at Wedbush said.\nGlobal EV Penetration to Increase By 60% In 2022:Although the chip shortage remains a lingering overhang on the EV industry, the impact will be moderated in the next three months, analyst Daniel Ives said in a note. Supply constraints will likely move from a headwind into a tailwind for the overall EV sector in 2022, he added.\nThe analyst sees an unprecedented conversion to EVs, as more consumers are attracted to the innovative designs, improved battery technology, lower price points, and the environmental backdrop of buying an EV.\nEVs, which currently account for only 3% of autos globally, will likely reach 5% of vehicles by 2022 and 10% by 2025, Ives said.\nTesla To Take A Bigger Chunk Of The Pie:Of the $5 trillion green tidal wave of EV spending expected over the next decade, about $2.5 trillion is Tesla, Inc.'s to own, as the EV maker has an iron grip on the market, the analyst said.\nThe other $2.5 trillion is up for grabs among 100+ OEMs, Ives said. The EV industry isn't likely to be a \"zero sum game,\" and instead there will be a slew of winners, he added.\nOn the OEM front,Tesla is in pole position to expand its capacity and exceed 50% year-over-year unit demand growth in 2022, the analyst said.\nRivian Set to Create New Category In EV Space:Rivian Automotive, Inc. is in a very strong competitive position on the EV consumer luxury front and is focusing its efforts on the execution of the R1T and R1S scheduled for deliveries in 2022, Ives said.\nThe company is the world's first EV SUV/pickup/outdoor vehicle brand and has more than $10 billion in funding before going public, with Amazon, Inc. and Ford Motor Company as major investors, the analyst noted.\nRivian already has 48,000 pre-orders for their R1 platform, in addition to 100,000 Amazon initial orders for their last-mile delivery vehicles, he added.\n\"Rivian is set to create a new category in the EV space with its game-changing debuts, a massive Normal, Illinois factory footprint, and create a major brand within the EV market over the next decade,\" Ives said in the note.\nGM Has A Golden EV Opportunity:Looking past near-term issues, including the chip crunch and the Bolt recall,General Motors Corporation has a golden opportunity to ultimately convert 20% of its massive customer base to EVs by 2026 and north of 50% by 2030, Ives said.\nThe green tidal wave and EV conversion opportunities will change the long-term growth trajectory at GM over the next decade, with overall revenue set to double by 2030, the analyst said.\nIn a bull case scenario, GM's stock could hit $100 over the next 12 to 18 months as the EV vision under CEO Mary Barra begins to take shape and markedly ramp up, he added.\nEV Stock Price Action: On Monday, Tesla shares fell 4.98% at $966.41.\nRivian shares rose 3.7% to $118.9.\nGeneral Motors fell 6.45% at $59.13.","news_type":1,"symbols_score_info":{"RIVN":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2725,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/607085481"}